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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,182 | $171,867-76.6% | $149,721-73.2% | $147,586-72.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.98% | 2113.36%-2096.4pp | 1501.67%-1484.7pp | 578.59%-561.6pp |
| Employer contribution / active EE | $20,609 | $6,275+228.4% | $5,444+278.5% | $4,876+322.6% |
| Participant deferral / active EE | $12,000 | $7,270+65.1% | $6,568+82.7% | $5,439+120.6% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |